Client Onboarding

1 week ago

London, Greater London, United Kingdom Octopus Energy Full time

What we do. Electric Car Leasing

Why we do it. Greener. Fairer. Future.

We're building out our Client Onboarding Team in London, and we're looking for a superstar with relevant experience to help shape what we deliver and how we deliver it.

As a Client Onboarding & Implementation Executive, you will be responsible for building and maintaining an incredible client onboarding experience. As an expert on our salary sacrifice scheme and as an internal advocate for our clients, you will work with multiple departments to support product implementation and client education. As the initial post-sale point of contact, you will strategically establish our client's relationship with us as a business, by giving a 5* service throughout Implementation and Onboarding, to support a lasting and successful partnership.

What you'll do...
  • Lead new clients through the technical onboarding process in partnership with Sales and Customer Success Managers
  • Manage the set up of new companies onto system, Key2 and Pipedrive
  • Execute change requests for companies within our SLA
  • Drive improvements to the client onboarding experience with Sales, Customer Success, Product and Engineering teams
  • Develop productive and trusted relationships with clients
  • Define key onboarding tasks, milestones, and deadlines both internally and externally
  • Proactively progress all project contributors through completion of tasks and milestones, to ensure progress is on schedule
  • Occasional travel to attend client meetings/launch events
  • Keep our CRM system updated for clients, so this can be passed onto the customer success team post-launch
What you'll need...
  • Proven ability to manage multiple/simultaneous projects that require coordination across departments or multi-disciplinary teams, and ongoing communication with stakeholders
  • Comfort/experience with communicating at Executive level
  • Excellent presentation skills
  • Strong attention to detail while being able to simplify processes for client success
  • Experience working with a CRM (Pipedrive would be bonus) as well as the Google Workspace suite
  • The ability to work in a high paced, quickly changing environment
Why else you'll love it here
  • Wondering what the salary for this role is? Just ask us On a call with one of our recruiters it's something we always cover as we genuinely want to match your experience with the correct salary. The reason why we don't advertise is because we honestly have a degree of flexibility and would never want salary to be a reason why someone doesn't apply to Octopus - what's more important to us is finding the right octofit
  • Octopus Energy is a unique culture . An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co-owners, on projects that break new ground. We want your hard work to be rewarded with perks you actually care about We won best company to work for in 2022, on Glassdoor we were voted 50 best places to work in 2022 and our Group CEO, Greg has recorded a podcast about our culture and how we empower our people
  • Visit our perks hub - Octopus Employee Benefits

About us

The electric revolution has arrived - and from 2035 you'll no longer be able to buy a new petrol or diesel car in the UK.

We're building a whole new way for drivers to join the electric charge and not only learn about and shop for their EV online, but experience a 'lease for life' through an industry changing customer experience. This is the chance to join one of the UK's most exciting start-ups – making it easy for individuals and businesses to go electric by getting their car, charger and energy all in one cracking deal.

Octopus Electric Vehicles launched in 2018 to make it seamless to switch to cleaner, greener driving. Our mission is to drive sustainable change, decarbonise the planet and provide our customers with fair pricing and a fantastic experience.

We're an Octopus Energy company—an innovative new energy supplier. We are part of the Octopus Energy Group, which seeks to improve the lives of millions of people by transforming the industries we operate in. The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs.

If this sounds like you then we'd love to hear from you.

Are you ready for a career with us? We want to ensure you have all the tools and environment you need to unleash your potential. Need any specific accommodations? Whether you require specific accommodations or have a unique preference, let us know, and we'll do what we can to customise your interview process for comfort and maximum magic

Studies have shown that some groups of people, like women, are less likely to apply to a role unless they meet 100% of the job requirements. Whoever you are, if you like one of our jobs, we encourage you to apply as you might just be the candidate we hire. Across Octopus, we're looking for genuinely decent people who are honest and empathetic. Our people are our strongest asset and the unique skills and perspectives people bring to the team are the driving force of our success. As an equal opportunity employer, we do not discriminate on the basis of any protected attribute. Our commitment is to provide equal opportunities, an inclusive work environment, and fairness for everyone.

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